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BEST RATED FAYETTEVILLE, NC FINANCIAL SERVICES

3 Best Financial Services in Fayetteville, NC

Expert-recommended Top 3 Financial Services in Fayetteville, North Carolina. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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Best Financial Services in Fayetteville NC - Dana Thornton - FIRST COMMAND FINANCIAL SERVICES, INC video
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DANA THORNTON

(4.9 Score)
FIRST COMMAND FINANCIAL SERVICES, INC
2153 Valleygate Drive, Suite 201,
Fayetteville, NC 28304 Directions

Since 2022

Specialty:

✓ Comprehensive Financial Planning ✓ Investment Strategies ✓ Risk Management ✓ Debt Management

“2026 Update: Dana Thornton is a Financial Advisor at First Command Financial Services, Inc. Dana understands the challenges and opportunities associated with life and is committed to helping clients to get their financial lives squared away. He completed his Bachelor’s degree in Homeland Security at Campbell University. He holds Series SIE, 7, 66, LTC securities licenses and life and health insurance licenses in NC. He works with clients to establish specific, meaningful goals that are consistent with your values to then develop a personalized financial plan to guide your pursuit of those goals.”

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License CRD #7370252

Contact:

(910) 860-7900 (910) 665-7772

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

White Horse Financial, Inc - Fayetteville, NC Financial Services - Portrait
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3+ YEARS IN TBR
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WHITE HORSE FINANCIAL, INC

(4.8 Score)
4200 Morganton Road, Executive Suites 2nd Floor, Suite #22,
Fayetteville, NC 28314 Directions

Since 2003

Specialty:

✓ Estate and Legacy Planning ✓ Insurance Planning ✓ Portfolio Management ✓ Investment Planning ✓ Financial Planning ✓ Retirement Planning ✓ Cash Flow Management ✓ Financial Security ✓ Asset Protection ✓ Wealth Management

"White Horse Financial, Inc.'s focus is to understand your goals and develop a plan to reach them. Roger D. Harris, CEPA, is the financial advisor and President of White Horse Financial, Inc. White Horse Financial, Inc. is committed to providing personalized investment management and strategic wealth planning that suits each individual's unique requirements. Their ultimate goal is to become their clients' trusted advisors. White Horse Financial is dedicated to helping individuals manage and utilize their finances effectively. They are continually searching for innovative solutions and are committed to providing the same level of service to all their clients. They will meet with you to present an analysis and discuss their recommendations.

2026 Update: White Horse Financial, Inc.'s main goal is to help ensure financial security throughout your life, for you and for your loved ones."

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License #1518576

Contact:

(910) 339-2625 (910) 583-4321

Mon-Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Sandi Bullock - Fayetteville, NC Financial Services - Portrait
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Best Financial Services in Fayetteville NC - Sandi Bullock - FIRST COMMAND FINANCIAL SERVICES, INC video
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SANDI BULLOCK

(4.8 Score)
FIRST COMMAND FINANCIAL SERVICES, INC
2153 Valleygate Drive, Suite 201,
Fayetteville, NC 28304 Directions

Since 2019

Specialty:

✓ Comprehensive Financial Planning ✓ Budgeting ✓ Debt Management ✓ Retirement income Planning ✓ Insurance Solutions

“2026 Update: Sandi Bullock is committed to helping clients discover the confidence and peace of mind that come from financial security. She completed her Bachelor’s degree in Behavioral Science and Health from the University of Utah. She holds Series 7 & 66 securities licenses and also life and health insurance licenses in NC, SC, FL, GA, PA, VA, OH, TX, OR & AZ. She works with clients to establish specific, meaningful goals that are consistent with values and then develop a personalized financial plan to guide the pursuit of those goals. First Command Financial Services's mission is to coaching those who serve in their pursuit of financial security.”

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License CRD #7048220

Contact:

(910) 860-7900 (910) 387-1786

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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DANA THORNTON REVIEWS

My first meeting with Dana was very impactful. His financial knowledge and his enthusiasm to provide clear education, helped put me at ease. I now have a better awareness to the areas that I am in need of improvement in order to achieve my financial goals. I'm looking forward to the next consultation.

Dana Thornton brings a rare combination of expertise, clarity, and genuine care. He’s the kind of financial advisor who makes navigating finances feel simple and confident.

Dana Thornton is personable, sensitive, responsive to clients and relates info as well as explains things well---especially important to me as I am not very "savvy" to the world of finance. I appreciate him.

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WHITE HORSE FINANCIAL, INC REVIEWS

Working with Roger has been a great experience!! His knowledge and ability to explain financial matters in terms I could understand is exceptional. Communication and response time from Roger and his team was easy and quick! Looking for to a lifelong, productive relationship with White Horse Financial! THEY ARE THE BEST.

Roger is a well versed consultant, who is customer service focused on improving lives of individuals using Financial Instruments and or Financial Services that provides safe wealth accumulation and income protection.

Roger is so thorough and makes it easy to understand complicated Financial matters. He has become a very important friend of our family. We appreciate very much his valuable financial advice.

SANDI BULLOCK REVIEWS

Sandi Bullock had help me and my husband so much with our mother's insurances and our future finances. We couldn't have asked for a better mentor and advisor. She goes above and beyond helping us navigate through our investments as well. We couldn't have done it with out her. Thanks Sandi.

Sandi is an amazing financial advisor! She is very friendly and knowledgeable. She has been so helpful in helping us plan for our future and always explains everything in detail so you can understand. I highly recommend Sandi for all your financial planning needs. She always strives to help you make the best decisions for your future financial security. Thank you Sandi for all your help.

Working with Mrs Bullock has been pleasant & eye opening concerning my finances. She's very direct, realistic, informative and shows great interest in helping with your goals. So far, 10/10 would recommend her.

TBR® Inspection Score Report

DANA THORNTON Total Inspection Points: 117/120
Experience: 7
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

WHITE HORSE FINANCIAL, INC Total Inspection Points: 116/120
Acknowledgments: 8
Current Evaluation: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SANDI BULLOCK Total Inspection Points: 115/120
Acknowledgments: 8
Experience: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10